Atria Wealth Solutions’s Capital Group Municipal Income ETF CGMU Stock Holding History

Atria Wealth Solutions’s Portfolio CGMU Stock Details CGMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.14M	Sell	192,286 -64,810	-25%	-$1.72M	0.12%	208
2025 Q1	$6.91M	Buy	257,096 +33,471	+15%	+$905K	0.08%	255
2024 Q4	$6.02M	Buy	223,625 +32,904	+17%	+$895K	0.07%	309
2024 Q3	$5.24M	Buy	190,721 +139,569	+273%	+$3.8M	0.06%	332
2024 Q2	$1.37M	Buy	51,152 +6,146	+14%	+$165K	0.02%	766
2024 Q1	$1.22M	Buy	45,006 +17,952	+66%	+$485K	0.01%	828
2023 Q4	$733K	Buy	27,054 +2,194	+9%	+$57.4K	0.01%	1013
2023 Q3	$639K	Buy	+24,860	New	+$654K	0.01%	1020

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Wealth Solutions's CGMU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Capital Group Municipal Income ETF (CGMU) stake by 25% in Q2 2025, selling an estimated $1.72M and leaving 192,286 shares worth $5.14M. The position accounts for 0.12% of the portfolio, ranked #208.

Atria Wealth Solutions first reported a position in CGMU in Q3 2023 and has held it in 8 quarters since. The position peaked at $6.91M in Q1 2025. 225 funds tracked by Wall St. Rank hold CGMU as of Q2 2025.

Atria Wealth Solutions held 192,286 shares of Capital Group Municipal Income ETF worth $5.14M as of Q2 2025.
Atria Wealth Solutions sold 64,810 Capital Group Municipal Income ETF shares in Q2 2025, an estimated $1.72M.
Capital Group Municipal Income ETF made up 0.12% of Atria Wealth Solutions's portfolio in Q2 2025, its #208 holding.
Atria Wealth Solutions first reported a position in Capital Group Municipal Income ETF in Q3 2023 and has held it in 8 quarters since.
Atria Wealth Solutions's Capital Group Municipal Income ETF position peaked at $6.91M in Q1 2025.
225 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.